Sole owner of complete Anaplan workspace that houses three production models: Data Hub, Consolidations, and FP&A.
Holds Workspace Admin, Tenant Admin, Tenet Security Admin, User Admin, Page Builder and Workflow Owner assignments in workspace.
Works closely with Accounting, FP&A, Sales, and Pricing teams to discover pain points, gather requirements for new projects, and facilitate implementations of newly acquired entities into the Anaplan ecosystem.
Conducts maintenance/optimization of models including creation and deletion of actions, lists, modules, and dashboards while maintaining integrity of original build, as well as improving efficiency and overall productivity within the organization.
Builds original Anaplan applications to convert user experience from Classic Dashboards to New Ux
Troubleshoots and resolves issues related to data integrations, and data discrepancies between all three models.
Creates documentation and trains over 70 end users on how to use all Anaplan features they have access to.
Provides mentorship and coaching for users going through the Anaplan Model Builder certification process.
Anaplan Model Builder (Consultant)
Constellaition
10.2022 - 11.2023
Attended daily/weekly stakeholder meetings and team meetings to gather client business requirements, gather data, discuss designs for Anaplan solutions, discuss expectations and report progress on implementations in process
Author of user stories, data flow diagrams, model schemas, and wireframes used to convey model requirements gathered from stakeholder meetings
Developed complex multi-dimensional models, incorporating best practices for performance optimization and scalability
Created and managed flat lists, composite hierarchies, and modules
Created and managed ETL integration processes for import and export of data into or from Anaplan models
Designed and built UX Pages and Dashboards to create end user applications and facilitate model administration
Primary model builder for Financial Planning & Analysis solution with core features including annual budgeting, 4x1 re-forecasting, variance analysis, driver-based planning, target setting, spread, pre-seeding functionality, actuals integrations, and scenario planning
Primary model builder for Project & Portfolio Management solution with core features including project and portfolio creation and governance, cost/benefit analysis, resource management, time entry, implementation progress tracking, RAID log, and UAT functionality
Primary model builder for Workforce Planning solution with core features including headcount, new hire planning and on-boarding activities, position creation and tracking, promotion tracking, managing attrition, budget tracker and planning simulator
Participated in user acceptance testing as script writer, tester, and re-developer
Troubleshooted and resolved issues related to Anaplan models and data integrations
Implemented security and access controls to safeguard sensitive data within Anaplan.
Credit and Collections Manager
Omnicom Group Inc.
09.2019 - 09.2022
Trained and managed a group of 3 collections specialists covering a combined portfolio worth over $145M in monthly revenue, spread across 1000+ accounts
Assessed credit worthiness of current, and prospective customers
Recommended and established credit limits based on financial analysis
Conducted meetings with executive level clients to discuss findings of reported financial/credit analysis and facilitate appeals when necessary
Led meetings, sent emails, and made phone calls to executive or management level clients to collect past due balances, and discuss financial discrepancies within contracts and billing
Used Power BI, and Microsoft Excel to create KPI's and dashboards to share results and insights with upper management, including Vice President, and CFO
Extensively used Microsoft Excel to manage and organize all customer accounts owned
Created pivot tables and used formulas and vlookups for calculations and data manipulation
Worked in tandem with agency leads, project management teams, and billing teams to work out solutions to issues that arise (i.e customer disputes, incorrect billings, etc.)
Unit Manager – Public Sector Collections
Verizon
02.2017 - 09.2019
Promoted to Unit Manager after first year of employment
Trained and managed a team of 10 collections specialists managing a combined portfolio worth over $400 million dollars, spread across 8,000+ customer accounts
Managed day-to-day accounts receivable operations including payment posting and application, credit memo application, account reconciliations and adjustments
Used Salesforce, and Verizon's in house Collections Management System to investigate, and conduct research to identify root cause for aged receivables, and customer disputes
Led meetings, sent emails, and made calls to government clients to collect past due balances, and discuss discrepancies in payments vs billing
Utilized Microsoft Excel to cleanse financial data and create payment vs billing reports
Used vlookups to look up and extract financial data and used pivot tables to summarize data
Worked in tandem with customer government agencies, internal sales, contracting and billing teams to resolve customer financial disputes and produce settlements ranging in value between $100,000 - $1,000,000.